Pineridge Advisors’s Morgan Stanley MS Stock Holding History

Pineridge Advisors’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$79.5K	Hold	500	–	–	0.02%	88
2025 Q2	$70.4K	Buy	+500	New	+$61.4K	0.03%	92

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Pineridge Advisors's MS Position: Q3 2025 in Review

Pineridge Advisors held its Morgan Stanley (MS) position steady in Q3 2025 at 500 shares worth $79.5K. The position accounts for 0.02% of the portfolio, ranked #88.

Pineridge Advisors first reported a position in MS in Q2 2025 and has held it in 2 quarters since. 2,258 funds tracked by Wall St. Rank hold MS as of Q3 2025.

Pineridge Advisors held 500 shares of Morgan Stanley worth $79.5K as of Q3 2025.
Pineridge Advisors left its Morgan Stanley share count unchanged in Q3 2025.
Morgan Stanley made up 0.02% of Pineridge Advisors's portfolio in Q3 2025, its #88 holding.
Pineridge Advisors first reported a position in Morgan Stanley in Q2 2025 and has held it in 2 quarters since.
2,258 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.